Begin your business evolution: phone - 0421 079 415

Helix Planning

Resolve to evolve

Helping businesses plan,
progress and prosper.

Support the people, streamline the systems:
A holistic approach to business coaching and advisory services.

How’s business?

If you’re here, we’re guessing you might need some support.
Perfect. That’s what we do.

Perhaps your cash flow has slowed to a trickle. Or, you might have loyal followers but no new customers. You could be in a state of pricing pain with margins too small to measure, or feel overwhelmed and overworked but unable to change anything. Whatever the problem is, we’ll implement long-term solutions to set you up for long-term success.

Helix Planning will help you get a clean bill of business health.

Here’s some of the things we can help you with:‍

personal

Sometimes we’re the biggest obstacles to our own success. Sarah and the team at Helix Planning can help ensure that you have the mindset, skillset and toolkit to transform your business. We can help with:

  • Leadership
  • Accountability and follow-up
  • Action planning
  • Brainstorming
  • Clarity and confidence
  • Time management
  • Communication
  • Focus
  • Implementation
  • Motivation and purpose
  • Combatting overwhelm

Practical

Operate by design, not by default. The Helix Planning team can help you make sure that you have systems in place that support your growth, actionable strategies to drive it and clarity about what it will look like. We can help with:

  • Business planning and strategy
  • Structure
  • Vision
  • Business direction
  • Systems planning
  • Human Resources
  • Lead generation
  • Sales training
  • Marketing

Sound good? Check out our programs or learn more about the Helix approach to business and advisory services.

Learn how to master your money

Have you ever dreamed of buying something for yourself, but saving that amount of money seemed impossible? Or maybe you just wish you had more confidence and control over your finances? Our business strategist and finance broker extraordinaire Sarah Eifermann has created an online financial literacy Streetwise Money course that teaches you how to budget, track and smash your money goals.

FIND OUT MORE

The Helix Planning Programs:

How's your business tracking?

UNCOVER 1:1
INTRODUCTORY strategy call

60-minute coaching/strategy session is designed to provide personalised guidance, direction, and inspiration tailored to your unique needs and challenges.

During our in-depth session, we'll dive deep into the key areas of your business that require attention and improvement. We'll explore various options and solutions together, ensuring that you feel empowered and confident in creating positive change. Note that this session can't cover all areas of your business (due to time limitations) but we can focus on one-two areas that require attention.

*if you have multiple areas that you wish to discuss then perhaps our Elevate Program option is a better fit

** payment plans available

Price- $550 incl gst

Book now

Emerge:
Once Off Business Strategy & Audit

Investigate and rebuild systems and processes around business management including: diversified income streams, future cashflow strategy, forecast and profit projections.
 

Delivery

  • Questionnaire to set the tone and begin the change management process
  • ½ Assessment of needs prior to workshops
  • 1 x 2 hr strategy workshop to work out future options and outcomes

    (plus 2 hours research and re assessment for Helix)  

Price- $1875 incl gst

Book now

Elevate:
BASIC BUSINESS strategy & Audit

Investigate and rebuild systems and processes around business management including: entity structures, diversified income streams, future cashflow strategy, forecast and profit projections.


Setting up Objectives, Goals and Target Market for 2024, 25 & 26 FY
Assistance with other ad hoc business requirements within timeframe
 

Delivery

  • Questionnaire to set the tone and begin the change management process
  • ½ Assessment of needs prior to workshops
  • 2 x 2 hr strategy workshops to work out future options and outcomes
  • Exit Questionnaire to test your knoweldge and skills growth

    (plus 2 hours research and re assessment for Helix)

Price $3750 incl gst

Book now

Excel:
Full Business Audit & Strategy Planning

Current business audit – is your Castle built on sand? What’s working and what isn’t. (Brand, Communications, Client Data, Services, Systems & Processes) and what works moving forward.

Investigate and rebuild systems and processes around business management including: entity structures, diversified income streams, future cashflow strategy, pricing for profit, forecast and profit projections  

Setting up Objectives, Goals and Target Market for 2024, 25 & 26 FY  

Build Roadmap for Growth 12 months, or 5 years.

Develop Strategy for achieving Set Objectives including actionable tasks for Management to implement

Assistance with other ad hoc business requirements within timeframe.

 

Delivery

  • Questionnaire to set the tone and begin the change management process
  • ½ Assessment of needs prior to workshops
  • 4 x 2 hr strategy workshops to work out future options and outcomes
  • Exit Questionnaire to test your knoweldge and skills growth

(plus 2 hours research and re assessment for Helix)

Price $7500 incl gst

Book now

Suggested ongoing coaching after Audit

·      1st 6 weeks post audit fortnightly 1 hr coaching

·      Then changing to monthly coaching x3

·      Then progressing to quarterly

1.5 hrs, charged at $750 inc gst

All Programs are uniquely tailored for your needs - Payment plans available

Take our free online quiz to find out where you're at and how we can help you.

Helix Planning: Resolve to Evolve